"To read the table, let us start by
assuming, as an example, that we believe the average GDP growth rate over the
ten-year period will be 6%. For China to do a minimal amount of rebalancing that
gets consumption to 50% of GDP and investment to 40% of GDP, we can quickly
figure out what the corresponding growth rates of consumption and investment
must be. Consumption must grow by 9.9% a year and investment must grow by 4.5% a
year to get us there."